Providing Access to external users

  1. Logon to the onboarding portal.
    Note: The customer must be using Infor OS to view the external entity management menu.
  2. Select External Entity Management menu. The list of external entities is displayed.
    Note: This menu is only available for Infor OS users.
  3. Click Add to create an external entity.
    Note: You can create an external entity using an existing profile or without a profile.
  4. Click Create External Entity without a profile.
  5. Specify this information:
    Code
    The code of the entity.
    Name
    The name of the potential supplier.
    Organization Name
    The name of the organization.
    Status
    The status of the entity.
    Note: By default, the status is set to Active when the user is created.
    Max number of External Users
    The maximum number of users who can access the entity.
    Note: Unlimited users can access the entity if the value in this field is set to 0.
  6. Click Add on the External Authorized Components and Applications tab.
  7. Select LNPortal as the authorized component.
  8. Click Add .
  9. Click Save & Close.
  10. Click Edit on the External Entity page.
  11. Specify the company ID in the Company field.
    Note: This field is displayed only if LN is added as a component from the External Authorized Components and Applications tab.
  12. Select the EEU-IFS-Self-Management-Admin role for the user in the Security Roles tab.
    Note: This provides administrative access to the user and the ability to add more users from potential suppliers organization
  13. Click Save.
    • You can use the View option on the External Authorized Components and Applications tab to view the roles assigned to the selected LN component.
    • The vendor with the administrative role receives an email with a link and login details to access the Portal.
  14. Open the link.
  15. Create a new password. The vendor with the administrative role can now access the supplier onboarding portal and assign security roles to different users associated with the external entity.
    Note: 
    • Each user receives an email with a link and login details to access the Portal.
    • These users can only view and modify the respective sections assigned by the vendor with the administrative role.